Plan Snapshot
- Plan Sponsor: Livingston Memorial Visiting Nurse Association
- Sponsor EIN: 951693538
- Sponsor Address: 1996 EASTMAN AVE STE 101, VENTURA, CA, 930035768
- Plan Type: 403(b)
- Total Participants: 214
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 214 | $10.0M | $0 | $496,903 |
| 2023 | 234 | $9.5M | $0 | $529,550 |
| 2022 | 228 | $8.6M | $0 | $413,318 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WALTERS & SKLYAR LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $15,659 | — | $15,659 | — | — |
| 2023 | $100 | — | $100 | — | — |
| 2022 | — | — | — | — | — |